by
Eric Rasmussen
Cetera has bought the Retirement Planning Group at a time broker-dealers are making incursions into the RIA space.
by
Evan Simonoff
Toronto-based Altas Partners would become one of the firm's owners under the deal.
by FA Staff
Eva Marina Ovejero managed about $509 million in client assets with Morgan Stanley.
by FA Staff
The deal provides RMR with family-office support for future growth, founder said.
by FA Staff
The acquisition gives Dakota Wealth Management of Palm Beach Gardens, Fla., about $3.2 billion assets under management.
by FA Staff
Omega Wealth Partners adds to Raleigh, N.C.-based CAPTRUST's growing presence in Texas.
by
Karen DeMasters
Marguerita Cheng found herself looking for solutions after this client couple got a big tax hit while trying to pay off their mortgage.
by FA Staff
Individual Financial Services was previously with Cambridge Investment Research.
by FA Staff
Gorin Ressel Wealth Partners is Rockefeller's 16th private advisor team in the Midwest.
by
Jack Sharry
Physician clients represent a high-earning group with highly complex financial needs.
by FA Staff
Jonathan Kesselman has launched Kesselman Wealth Management in Westlake, Ohio.
by FA Staff
Aegis Consulting is led by two advisors who spent the bulk of their careers at Lincoln Financial Advisors.
by
Brandon Kawal
M&A is a necessary growth tool for most buyers facilitating talent acquisition and geographic expansion.
by FA Staff
The combined firm will have $15 billion AUM and 185 employees, according to an announcement.
by FA Staff
Aevitas Wealth Management is CAPTRUST's third acquisition of the year.
by FA Staff
The partnership allows Cresset to expand in the sports and entertainment industry.
by
Ben Mattlin
This is Cerity Partners' fifth transaction of the year.
by
Tracey Longo
Three merger and acquisition specialists say the market for advisor firms is still robust.
by FA Staff
Selcow Wealth Partners is operated by Daniel Selcow and Nikita Chhabria.
by FA Staff
The deal brings Pathstone's total assets under advisement and administration to over $80 billion.
